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From: Gottfried4/16/2012 7:25:22 PM
1 Recommendation   of 65512
 
bpNDX fell three to 74% [NTAP GOOG AAPL]

Apr02 Apr03 Apr04 Apr05 Apr09 Apr10 Apr11 Apr12 Apr13 Apr16



AAPL AAPL AAPL AAPL AAPL
ADBE ADBE ADBE ADBE ADBE
ADP ADP ADP ADP ADP AAPL
ADSK ADSK ADSK ADSK ADSK ADBE
AKAM AKAM AKAM AKAM AKAM ADP AAPL AAPL
ALTR ALTR ALTR ALTR ALTR ADSK ADBE ADBE AAPL
ALXN ALXN ALXN ALXN ALXN AKAM ADP ADP ADBE
AMAT AMAT AMAT AMAT AMAT ALTR ADSK ADSK ADP
AMGN AMGN AMGN AMGN AMGN ALXN AKAM AKAM ADSK ADBE
AMZN AMZN AMZN AMZN AMZN AMAT ALTR ALTR AKAM ADP
ATVI ATVI ATVI ATVI ATVI AMGN ALXN ALXN ALTR ADSK
AVGO AVGO AVGO AVGO AVGO AMZN AMAT AMAT ALXN AKAM
BBBY BBBY BBBY BBBY BBBY ATVI AMGN AMGN AMAT ALTR
BIDU BIDU BIDU BIDU BIDU AVGO AMZN AMZN AMGN ALXN
BIIB BIIB BIIB BIIB BIIB BBBY ATVI ATVI AMZN AMAT
BMC BMC BMC BMC BMC BIDU AVGO AVGO ATVI AMGN
BRCM BRCM BRCM BRCM BRCM BIIB BBBY BBBY AVGO AMZN
CA CA CA CA CA BMC BIDU BIDU BBBY ATVI
CELG CELG CELG CELG CELG BRCM BIIB BIIB BIDU AVGO
CERN CERN CERN CERN CERN CA BMC BMC BIIB BBBY
CHKP CHKP CHKP CHKP CHKP CELG BRCM BRCM BMC BIDU
CMCSA CMCSA CMCSA CMCSA CMCSA CERN CA CA BRCM BIIB
COST COST COST COST COST CHKP CELG CELG CA BMC
CSCO CSCO CSCO CSCO CSCO CMCSA CERN CERN CELG BRCM
CTSH CTSH CTSH CTSH CTSH COST CHKP CHKP CERN CA
CTXS CTXS CTXS CTXS CTXS CSCO CMCSA CMCSA CHKP CELG
DELL DELL DELL DELL DELL CTSH COST COST CMCSA CERN
DLTR DLTR DLTR DLTR DLTR CTXS CSCO CSCO COST CHKP
DTV DTV DTV DTV DTV DELL CTSH CTSH CSCO CMCSA
EBAY EBAY EBAY EBAY EBAY DLTR CTXS CTXS CTSH COST
ESRX ESRX ESRX ESRX ESRX DTV DELL DELL CTXS CSCO
EXPD EXPD EXPD EXPD EXPD EBAY DLTR DLTR DELL CTSH
EXPE EXPE EXPE EXPE EXPE ESRX DTV DTV DLTR CTXS
FAST FAST FAST FAST FAST EXPD EBAY EBAY DTV DELL
FFIV FFIV FFIV FFIV FFIV EXPE ESRX ESRX EBAY DLTR
FISV FISV FISV FISV FISV FAST EXPD EXPD ESRX DTV
FLEX FLEX FLEX FLEX FLEX FFIV EXPE EXPE EXPD EBAY
FOSL FOSL FOSL FOSL FOSL FISV FAST FAST EXPE ESRX
GILD GILD GILD GILD GILD FLEX FFIV FFIV FAST EXPD
GOOG GOOG GOOG GOOG GOOG FOSL FISV FISV FFIV EXPE
GRMN GRMN GRMN GRMN GRMN GILD FLEX FLEX FISV FAST
HSIC HSIC HSIC HSIC HSIC GOOG FOSL FOSL FLEX FFIV
INFY INFY INFY INFY INFY GRMN GILD GILD FOSL FISV
INTC INTC INTC INTC INTC HSIC GOOG GOOG GILD FLEX
INTU INTU INTU INTU INTU INFY GRMN GRMN GOOG FOSL
ISRG ISRG ISRG ISRG ISRG INTC HSIC HSIC GRMN GILD
KLAC KLAC KLAC KLAC KLAC INTU INFY INFY HSIC GRMN
LIFE LIFE LIFE LIFE LIFE ISRG INTC INTC INTC HSIC
LINTA LINTA LINTA LINTA LINTA KLAC INTU INTU INTU INTC
LLTC LLTC LLTC LLTC LLTC LIFE ISRG ISRG ISRG INTU
LRCX LRCX LRCX LRCX LRCX LINTA KLAC KLAC KLAC ISRG
MAT MAT MAT MAT MAT LLTC LIFE LIFE LIFE KLAC
MCHP MCHP MCHP MCHP MCHP LRCX LINTA LINTA LINTA LIFE
MNST MNST MNST MNST MNST MAT LLTC LLTC LLTC LINTA
MRVL MRVL MRVL MRVL MRVL MCHP LRCX LRCX LRCX LLTC
MSFT MSFT MSFT MSFT MSFT MNST MAT MAT MAT LRCX
MU MU MU MU MU MRVL MCHP MCHP MCHP MAT
MXIM MXIM MXIM MXIM MXIM MSFT MNST MNST MNST MCHP
MYL MYL MYL MYL MYL MU MRVL MRVL MRVL MNST
NFLX NFLX NFLX NFLX NFLX MXIM MSFT MSFT MSFT MRVL
NTAP NTAP NTAP NTAP NTAP MYL MU MU MU MSFT
NUAN NUAN NUAN NUAN NUAN NTAP MXIM MXIM MXIM MU
NWSA NWSA NWSA NWSA NWSA NUAN MYL MYL MYL MXIM
ORLY ORLY ORLY ORLY ORLY NWSA NTAP NTAP NTAP MYL
PAYX PAYX PAYX PAYX PAYX ORLY NUAN NUAN NUAN NUAN
PCAR PCAR PCAR PCAR PCAR PAYX NWSA NWSA NWSA NWSA
PCLN PCLN PCLN PCLN PCLN PCAR ORLY ORLY ORLY ORLY
PRGO PRGO PRGO PRGO PRGO PCLN PAYX PAYX PAYX PAYX
QCOM QCOM QCOM QCOM QCOM PRGO PRGO PRGO PRGO PRGO
ROST ROST ROST ROST ROST QCOM QCOM QCOM QCOM QCOM
SBUX SBUX SBUX SBUX SBUX ROST ROST ROST ROST ROST
SIAL SIAL SIAL SIAL SIAL SBUX SBUX SBUX SBUX SBUX
SPLS SPLS SPLS SPLS SPLS SIAL SIAL SIAL SIAL SIAL
STX STX STX STX STX SPLS SPLS SPLS SPLS SPLS
TEVA TEVA TEVA TEVA TEVA STX STX STX STX STX
VOD VOD VOD VOD VOD TEVA TEVA TEVA TEVA TEVA
VRSN VRSN VRSN VRSN VRSN VOD VOD VOD VOD VOD
WCRX WCRX WCRX WCRX WCRX VRSN VRSN VRSN VRSN VRSN
WFM WFM WFM WFM WFM WFM WFM WFM WFM WFM
WYNN WYNN WYNN WYNN WYNN WYNN WYNN WYNN WYNN WYNN
XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX
XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY

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To: Gottfried who wrote (55970)4/16/2012 7:29:51 PM
From: Gottfried
2 Recommendations   of 65512
 
6 new 52 week NDX highs
		
04/16/2012
Open High Low Close Volume
DLTR 96.24 97.07 95.27 96.57 867708
INTC 28.26 28.55 28.14 28.405 37456976
ORLY 94.53 95.15 93.84 94.76 761498
SBUX 61.93 62 59.51 59.65 12683819
STX 28.45 29 28.02 28.505 20482308
VRSN 40.93 40.99 40 40.58 2355187

1 new 52 week NDX low
		
04/16/2012
Open High Low Close Volume
EA 16.21 16.3 15.18 15.21 9772289

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To: Gottfried who wrote (55971)4/16/2012 9:57:12 PM
From: Gottfried
2 Recommendations   of 65512
 
while GOOG and AAPL lost their PnF 'buy' status today, INTC made a new 52wk high

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To: Gottfried who wrote (55972)4/16/2012 10:02:12 PM
From: robert b furman
   of 65512
 
It would appear common sense is entering this market - I for one welcome the change.

Bob

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To: Gottfried who wrote (55972)4/16/2012 11:12:45 PM
From: Return to Sender
2 Recommendations   of 65512
 
From Briefing.com: 4:10 pm : Stocks ended the day mixed as the Dow advanced 0.6% and the Nasdaq fell 0.8%. The broad-based S&P 500 finished little changed with a loss of 0.1%. Equities opened on session highs following the strong retail sales data, but fell to their lows shortly after the business inventories and NAHB Housing Market Index data. The major indices then climb higher over the remainder of the session which forced the mixed close. European fears were back on the minds of traders as Spanish CDS hit a record high and the Spanish 10-yr yield rose to 6.111%.

Shares of Citigroup (C 34.04, +0.63) rallied 1.9% despite the company missing on both the top and bottom lines. The banking giant announced earnings per share of $0.95 on revenues of $19.41 billion as both numbers missed their consensus estimates by fairly wide margins. The Capital IQ Consensus estimate was calling for earnings of $1.00 per share on revenues of $19.94 billion. Credit Value Adjustment/Debt Valuation Adjustment was a negative $1.3 billion during the first quarter, resulting from the tightening of the company’s spreads, compared to -$256 million in the prior year.

European financials erased cut early losses despite the Spanish jitters. Banco Santander (STD 6.43, +0.03), Barclays (BCS 13.56, -0.04), and Deutsche Bank (DB 44.40, +0.10) closed mixed during U.S. trade.

Shares of homebuilders ended higher following this morning’s disappointing NAHB Housing Market Index number with the SPDR S&P Homebuilders ETF (XHB 20.80, +0.07) up 0.3%.

Endocyte (ECYT 7.62, +3.82) gained 100.5% after Merck (MRK 37.95, +0.17) announced it purchased the rights to Vintafolide, the company’s experimental cancer drug for as much as $1 billion. The drug is currently being evaluated in a Phase III clinical trial for platinum-resistant ovarian cancer and a phase II trial for non-small cell lung cancer.

Mobile phone ringtone maker Vringo (VRNG 3.97, +0.93) rose 30.6% following a disclosure filed by Mark Cuban which indicates he owns a 7.4% stake in the company.

Technology giants Apple (AAPL 580.13, -25.10) and Google (GOOG 606.07, -18.53) saw under notable selling pressure with both Nasdaq heavyweights losing in excess of 3.0%.

YPF Sociedad Anonima (YPF 19.50, -2.45) was under heavy selling pressure on reports the Argentine government will attempt to take a stake of as much as 50.01% in the company. The government says the takeover would be in “public interest.” There had been reports circulating early in 2012 suggesting a move like this may occur at some point in the future.

The dollar index finished lower near 79.55 after pushing above the 80.00 level in early trade. Driving the dollar weakness was strength in the euro (+0.5%) and the yen (+0.6%). Treasuries ended with small gains as light buying in the 10-yr dropped its yield 2.4 basis points to 1.974%.

Tomorrow morning, results from the following big names are scheduled to be released: Coca-Cola Co. (KO 72.44, +0.50), Goldman Sachs Group Inc. (GS 117.73, +2.64), Johnson & Johnson (JNJ 63.98, +0.44), Omnicom Group (OMC 49.19, +0.46), Northern Trust (NTRS 46.16, +0.46), State Street (STT 43.68, +0.49), TD Ameritrade (AMTD 18.78, -0.08) and U.S. Bancorp (USB 31.16, +0.26).

Tuesday will see housing starts and building permits at 8:30 am ET, as well as industrial production and capacity utilization at 9:15 am ET. DJ30 +71.82 NASDAQ -22.93 SP500 -0.69 NASDAQ Adv/Vol/Dec 1320/1.53 bln/1184 NYSE Adv/Vol/Dec 1728/735.6 mln/1305

4:15PM ON Semiconductor announces retirement of its zero coupon convertible senior subordinated notes due 2024 (ONNN) 8.29 -0.19 : Co announced the retirement of $96.2 mlnin aggregate principal amount of its remaining outstanding Zero Coupon Convertible Senior Subordinated Notes due 2024, Series B.

8:34AM Emcore awarded solar panel manufacturing contract by Ball Aerospace & Technologies (BLL) (EMKR) 42.28 : Co announced that it has been awarded a contract by Ball Aerospace & Technologies Corporation (BATC) to design, manufacture, test and deliver solar panels for a new spacecraft. The period of performance for this program is about 2 years, with a total contract value of nearly $6 million.

TriQuint Semiconductor (TQNT) has signed a Cooperative Research and Development Agreement with the U.S. Army Research Laboratory to explore and fabricate new high-frequency and mixed signal integrated circuits based on TriQuint gallium nitride technology.

7:39AM Nokia comments on Moody's dowgrade of credit rating: financial position remains 'strong', with gross cash balances of EUR 9.8 bln and a net cash position of EUR 4.9 bln (NOK) 4.02 : Co notes today's announcement from Moody's, reaffirming its investment grade credit rating. Earlier today Moody's downgraded Nokia's long-term credit rating to Baa3 and maintained the negative outlook on the rating. Moody's stated that its investment grade rating is backed by Nokia's strong liquidity position and capital structure. Co stated in a press release, "Nokia's financial position remains strong. As of March 31 2012, Nokia had gross cash balances of EUR 9.8 bln, and a net cash position of EUR 4.9 bln. Cash conservation remains a priority for Nokia in the current transition. We are making progress with our previously announced targets to reduce non-IFRS operating expenses by more than EUR 1 billion in Devices & Services, and to reduce non-IFRS operating expenses and production overheads by EUR 1 billion in Nokia Siemens Networks."

Micrel (MCRL) has received a 98% performance rating in a report covering the fourth quarter of 2011 for the services and materials supplied to a leading global MEMS designer and manufacturer.

ARM (ARMH) announced the availability of a significantly expanded lineup of ARM Processor Optimization Pack solutions for TSMC (TSM) 40nm and 28nm process technologies targeting a range of ARM Cortex processors.

RF Monolithics (RFMI $1.72 +0.00) announced that Murata Electronics North America, its full subsidiary has signed a definitive agreement to acquire RF Monolithics in an all cash transaction. Targeted to close in the third calendar quarter of 2012, the deal will pay the holders of RFM common shares $1.78 per share.

Chipmos Technology (IMOS $14.27 -0.14) issued downside guidance for the first quarter with revenues of $148.6 million versus the $152.70 million consensus.

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To: Return to Sender who wrote (55974)4/17/2012 12:21:13 AM
From: Sam
1 Recommendation   of 65512
 
partially OT, but an interesting read on how tablets are being used as POS systems in retail businesses like restaurants and the cloud. Although, really, I don't see why they have to use a cloud, seems to me that an in-house server would do as well. I suppose there would be more in-house maintenance necessary for that, but better security.


How the iPad Is Revolutionizing Local Businesses
By Dan Rowinski / April 16, 2012 1:00 PM / 3 Comments


This post is part of our ReadWriteMobile channel, which is dedicated to helping its community understand the strategic business and technical implications of developing mobile applications. This channel is sponsored by Alcatel-Lucent.




It was dinner at a fancy restaurant in Boston. After the last sip of Scotch was polished off, the waiter came over with the check... and an iPad. It was to take a survey about the quality of service, but it just as easily could have been used to pay the bill.

Tablets, especially Apple's iPad, are increasingly finding homes in restaurants and local businesses. They are changing how businesses conduct transactions and receive customer feedback. In a data-driven world, Main Street retailers are on the verge of a significant evolution.


Disrupting the Point of Sale

You have seen it before. You make an order at your local coffee shop or restaurant, or buy an item from a local merchant. The server or cashier punches a couple buttons on a static touchscreen, runs your debit card and hands you a receipt. Using these Point-of-Sale (POS) systems is now so common that consumers pretty much take them for granted.

The people who own the businesses do not take them for granted. They often have a lot of money invested in them. The top POS vendors, such as Aloha, Micros and POSitouch, charge thousands of dollars to restaurants and retailers to set up and maintain these systems. For a restaurant that seats 100 people, the owners likely paid anywhere from $8,000 to $20,000 to set up three or four terminals. The more amenities that the local business wants, the more POS vendors will gouge its pocketbooks.



Beyond the tremendous cost, most of these POS systems are horribly out of date. Many of them run on Microsoft's .NET architecture and are prone to all of the same hiccups that any Windows PC will face over the course of its life.

Restaurant owners likely do not care how technologically out-of-date their POS systems are, as long as they work. According to Phil Beauregard from Boston-based Objective Logistics, the entire culinary industry tends to be about five to seven years behind technology trends.

"When they first came out, they were essentially glorified cash registers," Beauregard said. "The [POS industry] has mimicked the entire PC industry."

Like the PC industry, the POS sector is about to see a major change in how businesses are interacting with technology. "Everything is getting untethered," Beauregard said.

The Evolution: Mobile + Cloud

"When you are carrying around a tablet, you are carrying a gateway to the cloud," said Nebula CEO and former NASA CTO Chris Kemp in an interview last year.

The fundamental thing to know about mobile technology is that its primary computing power is done in the cloud. Yes, chip sets have gotten smaller, cameras are more compact and powerful, and batteries are more efficient than they used to be, but the biggest driver of mobile technology is the ability to offload the actual data and computing power to the cloud.

This is something that innovators and enterprises have known for some time. The average small business owner? Not so much.

"Cloud computing" is like an abstract theory to most people. They know the term, they kind of know what it does, but the full meaning of the cloud is lost on them. For the most part, they do not care. Consumers just want things to work. Local businesses just want them to work, but also be cost efficient.

This is where tablets are poised to disrupt the entire POS industry. They are cheap, collect data on customers' purchases and make that data easily accessible across any type of computing system. They can be used to make payments, take surveys, provide coupons and notify consumers of offers.

The best part for local businesses: Tablets are a lot cheaper than traditional POS systems.

"For all new restaurant businesses, they'll seriously evaluate some form of tablet as their POS. New locations of existing restaurants will probably stick with whatever tech they've got, but all brand-new businesses are going to be taking a hard look at the cheap/portable nature of an iPad or Android tablet solution," said Seth Priebatsch, CEO of Boston-based SCVNGR, which provides a mobile payment tool called LevelUp.

The leader in the charge to turn the iPad into the new era of POS terminal is San Francisco-based Square. The company that released the original dongle for smartphones to swipe credit cards has also created an iPad app called the Square Register. It has the ability to turn an iPad into a POS system that works as well or better than anything from the traditional POS vendors. As a standalone product, the Square Register is a great option for local boutiques or coffee houses, where all that is needed is the ability to make transactions and provide receipts.

According to Square spokesperson Aaron Zamost, 75% of small businesses will buy a tablet this year. Only 6% of retailers said they haved used a mobile POS device, but half of survey respondents panned to adopt such devices over the next 18 months.

Restaurants are another matter. When a server takes an order, that information needs to go to several different places within the establishment. Chefs need the ticket to know when and what to make (cooks call these "duckets"). Bartenders need the tickets to coordinate with the server on what drinks need to be made. In a restaurant, communication is vital and often that is handled through the POS system.

The Square Register does not yet fulfill all the needs of such an establishment. But other companies are working to turn the iPad into a fully functional POS system for restaurant use.

San Francisco-based Revel features a full suite of products designed to turn iPads into an effective POS system - including employee logins, order taking, payment processing and "cook view" for the duckets. It has customer relationship management (CRM) features and real-time reporting and inventory control. These are all capabilities a traditional POS could offer, but Revel does it for a third of the price, about $1,500 per iPad and a $100/month cloud service fee. Other services, like E La Carte, provide custom-built tablets without an upfront installation fee.



Image: Revel iPad POS

Untethered, Unplugged & Disrupted

In the chain of innovation, we are not talking about anything extraordinarily drastic. iPads have been around for three years now and the concept of cloud computing has been around much longer. The confluence of mobile and cloud technology has invaded enterprise organizations over the last couple of years and it is now starting to trickle down to the Main Street level. Smart startups have looked at the middle class of American businesses and seen that it is ripe for the plucking.

Square recognized it first, but any company focused on marketing, payments, offers and infrastructure will soon see that there are billions of dollars at stake.

Are you a local business owner? What do you use for a POS system? A classic register, a touch-based terminal or some type of mobile device? Let us know in the comments.

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To: robert b furman who wrote (55973)4/17/2012 11:43:41 AM
From: Gottfried
   of 65512
 
Bob, another indicator? "Convenience store beer sales hit $16.7 billion"

marketwatch.com

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To: Gottfried who wrote (55976)4/17/2012 11:46:17 AM
From: robert b furman
1 Recommendation   of 65512
 
SHEESH,

I've got to cut back - I didn't think it would show up.LOL

Nice rally into earnings - they always scare me.g/ng

At least it pulled back before.

Wondering how 2 % increase in PC sales from Q4 to Q1 fares historically - anemic?

Bob

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To: Sam who wrote (55975)4/17/2012 12:09:33 PM
From: Kirk ©
   of 65512
 
"After the last sip of Scotch was polished off, the waiter came over with the check... and an iPad. It was to take a survey about the quality of service, but it just as easily could have been used to pay the bill."

About the LAST thing I want to do after eating is touch something else that thousands have touched after putting their hands to their mouths.... It is amazing how fewer colds I get since we started washing our hands after reading menus and ordering and again after paying the bill in the dirty bill carrier.

I'd take the survey if they give me 10% off.... otherwise... less than 20% tip means service not excellent for what they charge for a meal...

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From: Donald Wennerstrom4/17/2012 6:15:46 PM
   of 65512
 
Cree 3Q Net Off 50% On Top-Line Miss; 4Q View Weak


4:39 PM ET 4/17/12 | Dow Jones
DOW JONES NEWSWIRES

Cree Inc.'s (CREE) fiscal third-quarter profit fell 50% on higher overhead costs and weaker-than-expected sales.

For the current quarter, the manufacturer forecast a downbeat adjusted per-share profit between 20 cents and 26 cents, with $295 million to $315 million of revenue. Analysts polled by Thomson Reuters were looking for 28 cents and $323 million, respectively.

Shares were off 8.2% at $29.27 in recent after-hours trading. The stock was up 45% since the start of the year through Tuesday's close.

The maker of light-emitting diodes and electric components has posted weaker results in recent quarters on softer demand and a glut in the LED market. As a result, Cree recently halved the cost of its LED streetlights in hopes the lower prices will sway local governments to adopt the new technology.

Chairman and Chief Executive Chuck Swoboda said that backlog was stronger than it was a year ago and that many of its segments were tracking ahead of the fiscal second-quarter.

For the quarter ended March 25, the company reported a profit of $9.5 million, or 8 cents a share, down from $18.9 million, or 17 cents a share, a year earlier. Excluding certain items, earnings fell to 20 cents from 27 cents. Revenue increased 30% to $284.8 million.

The company in January projected 18 cents to 25 cents a share in earnings on revenue of $290 million to $310 million.

Gross margin narrowed to 34.9% from 41.7% due to higher revenue costs. Overhead expenses climbed 33%.

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